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JVMAX vs TRMCX
JVMAX vs TRMCX Comparison
Open Charts JVMAX vs TRMCX
JHancock Disciplined Value Mid Cap A
Price$22.96
Change-$0.78 (-3.29%)
VolumeN/A
Net Assets19.9B
T. Rowe Price Mid-Cap Value
Price$27.66
Change-$1.21 (-4.19%)
VolumeN/A
Net Assets14.16B
JVMAX vs TRMCX Comparison Chart
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JVMAX vs. TRMCX commentary
Apr 12, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMAX is a StrongBuy and TRMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.9B vs. TRMCX (14.2B). TRMCX pays higher dividends than JVMAX: TRMCX (1.31) vs JVMAX (0.61). JVMAX was incepted earlier than TRMCX: JVMAX (28 years) vs TRMCX (29 years). JVMAX (1.13) is less costly to investors than TRMCX (0.85). TRMCX is a more actively managed with annual turnover of: 52.90 vs. JVMAX (47.00). JVMAX has a lower initial minimum investment than TRMCX: JVMAX (1000) vs TRMCX (2500). JVMAX (-13.18) and TRMCX (-13.64) have marching annual gain over last year. JVMAX return over 5 years is better than : 46.66 vs. TRMCX (35.10).
| JVMAX | TRMCX | JVMAX / TRMCX | |
| Total Expense Ratio | 1.12 | 0.85 | 132% |
| Annual Report Gross Expense Ratio | 1.13 | 0.85 | 133% |
| Fund Existence | 28 years | 29 years | - |
| Gain YTD | -6.609 | -9.555 | 69% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 14.2B | 140% |
| Annual Yield % from dividends | 0.61 | 1.31 | 47% |
| Returns for 1 year | -13.18 | -13.64 | 97% |
| Returns for 3 years | -6.52 | -14.97 | 44% |
| Returns for 5 years | 46.66 | 35.10 | 133% |
| Returns for 10 years | 20.81 | 4.42 | 471% |
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